Nonprofit · EIN 20-1688777
THE ROBERTO FOUNDATION
Tax-exempt · IRVINE, CA 92617
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,631,430 | $1,194,985 | $6,436,445 | $73,655,720 | $1,058,560 | $72,597,160 |
| December 31, 2023 | 990-PF | $2,459,985 | $4,202,536 | -$1,742,551 | $65,854,356 | $3,454,013 | $62,400,343 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,500,142
- Dividends
- $1,720,915
- Net gain from sales of assets
- $2,224,189
- Other income
- $1,186,184
Expenses
- Grants and similar amounts paid
- $593,040
- Compensation of officers, directors and key employees
- $175,000
- Disbursements for charitable purposes
- $1,680,606
- Excise tax on investment income
- $77,328
Balance sheet and other
- Total assets, start of year
- $65,854,356
- Total assets, end of year
- $73,655,720
- Total liabilities, end of year
- $1,058,560
- Net assets, end of year
- $72,597,160
- Fair market value of assets
- $73,655,720
- Qualifying distributions
- $1,680,606
- Net investment income
- $5,975,326
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN MUZZY 5251 CALIFORNIA AVE SUITE 110, IRVINE, CA 92617 | TRUSTEE | 25 | $175,000 |
| JAMES F MUZZY 5251 CALIFORNIA AVE SUITE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
| PAMELA B MUZZY 5251 CALIFORNIA AVE SUITE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
| RYAN MUZZY 5251 CALIFORNIA AVE SUITE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
| MICHAEL MUZZY 5251 CALIFORNIA AVE SUITE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN MUZZY 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 25 | $166,250 |
| JAMES F MUZZY 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
| PAMELA B MUZZY 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
| RYAN MUZZY 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
| MICHAEL MUZZY 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5251 CALIFORNIA AVE STE 110, IRVINE, CA 92617-3075
- Signed the 990-PF
- JAMES MUZZY, TRUSTEE
- Phone
- (949) 209-6210
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1688777 or by the name THE ROBERTO FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1688777
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $73,655,720
- Income (IRS master file)
- $19,853,334
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,631,430 | $1,194,985 | $73,655,720 | XML |
| 990-PF | December 2023 | $2,459,985 | $4,202,536 | $65,854,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1688777).
Questions about THE ROBERTO FOUNDATION
- What is the EIN of THE ROBERTO FOUNDATION?
- The employer identification number (EIN) of THE ROBERTO FOUNDATION is 20-1688777.
- Is THE ROBERTO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE ROBERTO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERTO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERTO FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROBERTO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE ROBERTO FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $175,000 (STEPHEN MUZZY, TRUSTEE).
- How much revenue does THE ROBERTO FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,631,430, expenses of $1,194,985 and total assets of $73,655,720 at year end.
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